Sample letter

Request for a trade reference (sole name)

Use this letter to request a reference from a trade referee. Put your business letterhead at the top of the letter.​ You can find information about how to use this letter in our fact sheet Credit control.

Letter in joint names

You can choose to send a letter in your own name or in joint names. You may have a debt in joint names, or want to write to your creditors together because you have worked out a joint budget.
  • Fill in your contact details, account number and any extra information you want to include in the grey shaded areas.

  • Today’s date will be added automatically.

  • Download your letter to your computer for saving and printing by clicking on ‘Download pdf’ or ‘Download doc’ on the left.

  • Sign each letter and enclose a copy of your budget if needed.

24 November 2020

Dear Sir/Madam


I have received an application for a credit account from the above named company. Your name has been given as a referee. Therefore, I would be grateful if you could answer the following questions.

How long has the customer traded with you? ________________________________
What are your terms of payment? _______________ days
Does the customer generally pay within the time required? YES/NO
Would you consider the customer to be a good credit risk? YES/NO

Please add any other comments you feel are relevant below.

Once you have completed this form please return it in the envelope provided.

Thank you for your assistance.

Yours faithfully